See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,974 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 27 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Advisory (Plan) | $17,140 |
ASCENSUS LLC5 years Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $5,502 |
Service code 99 6504 BRIDGEPOINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $2,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,447 | $30,588-16.8% | $53,898-52.8% | $85,563-70.3% |
| Participation rate | 22.0% | 26.3%-4.3pp | 55.0%-33.0pp | 66.0%-44.0pp |
| Annual return | 20.76% | 50.42%-29.7pp | 528.60%-507.8pp | 31.51%-10.7pp |
| Employer contribution / active EE | $479 | $436+10.0% | $932-48.6% | $2,654-81.9% |
| Participant deferral / active EE | $926 | $848+9.2% | $1,826-49.3% | $4,375-78.8% |
| Admin fee / account holder | $206 | $1,879-89.0% | $2,491-91.7% | $834-75.3% |